Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LARSON FINANCIAL GROUP LLC | COM | 1251 | $59,516 | 802 | 0.00 | 0.00 | 2 | 0.25 | 12-31-2023 |
CORDASCO FINANCIAL NETWORK | COM | 1252 | $67,000 | 800 | 0.04 | 0.03 | 0 | 0.00 | 03-31-2022 |
REILLY FINANCIAL ADVISORS LLC | COM | 1253 | $65,000 | 789 | 0.00 | 0.00 | 89 | 12.71 | 12-31-2021 |
SOUND INCOME STRATEGIES LLC | COM | 1254 | $59,959 | 764 | 0.00 | 764 | +Inf | 03-31-2024 |